ESTX vs GOAT vs IVE

  • ESTX
  • GOAT
  • IVE

ESTX, GOAT and IVE hold at least 760 companies between them. 11 are in every one of them, and ESTX and IVE are the most alike: 23% of each is the same companies.

Side by side

ESTXGOATIVE
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.32%
Fund size$435.7m$56.0m$577.0m
Holdings50150694
1Y price return−5.1%−9.0%+2.5%
Distribution yield7.51%10.08%3.62%
Look-through coverage100.0%99.9%98.5%

Return, last year

change since the start
share of each fund
  • ESTX
  • GOAT
  • IVE
  • ASML ASML HOLDING NVIn all 3ESTX10.4%GOAT3.1%IVE3.2%
  • NVDA NVIDIA CORPIn 1 of 3ESTXnot heldGOAT5.2%IVEnot held
  • AAPL APPLE INCIn 1 of 3ESTXnot heldGOAT5.1%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3ESTXnot heldGOAT4.9%IVEnot held
  • GOOGL ALPHABET INC-AIn 1 of 3ESTXnot heldGOAT4.9%IVEnot held

and 750 more companies the funds hold

How alike they are

Keep going

See ESTX + GOAT + IVE as one portfolioEvery company, where you'd own it twiceWhat moved ESTX this monthIts biggest gains and falls, by company